SOAR Works!

SOAR Tools and Worksheets

By SAMHSA SOAR TA Center

These are the tools and worksheets created by the SOAR TA Center that can help you in the SSI/SSDI Application process.

Click here to see SOAR Tools that are specific to Child SSI Applications

Getting Started

Definitions of Homelessness (DOCX)
SOAR Eligibility Decision Tree (PDF)
Identifying SOAR Applicants (updated 11/9/21) (DOCX) | Spanish Version (DOCX)
Sample SOAR Referral Tool (updated 11/9/21) (DOCX)
Steps to Completing an SSI/SSDI Application Using the SOAR Model (updated 7/23/21) (DOCX) | Spanish Version

Application Worksheets

Initial Meeting Worksheet (10/1/19) (DOCX)
SOAR Checklist for Initial Claims (PDF)
SSA Forms Guide (DOCX)
Application Tracking Worksheet (updated 1/29/19) (DOCX)
SSI Income/Resource Worksheet (DOCX)
Frequent Medical Records Department Contact Worksheet (XLSX)
Medical Records Request Tracking Worksheet (DOCX)
SSI/SSDI Non-Medical Document Checklist (DOCX)
Medical and Functional Information for SSI/SSDI (1/1/18) (DOCX)
SSDI Trial Work Tracking Worksheet (11/2/21) (DOCX)| Calculator (Excel)
SSI Benefits & Work: Worksheet (Word) | Calculator (Excel)
Creating a my Social Security Account for Applicants Flowchart (PDF)
Documenting In-Kind Support and Maintenance (DOCX)

Medical Summary Report Tools

Medical Summary Report (MSR) Interview Guide and Template (DOCX) – this tool helps you gather all of the information you will need to write a MSR and compile the information in the form of a narrative letter to SSA/DDS
- MSR Template only (DOCX)
Reducing Implicit Bias in the Medical Summary Report (PDF)

Sample Completed Application Packet and MSRs

Sample Letters

Agency Authorization for Release of Information (DOCX)
Multi-Agency Release (DOCX)
Withdrawal of Representative (DOC)
Medical Records Request Cover Letter (DOCX)
Letter from Collateral Source (PDF)
Employer Letter to Support Claim (PDF)
Good Cause Letter to SSA for Appeal (DOCX)
On-the-Record Review Request (updated January 17, 2017) (DOCX)
Physician Letter During Hospital/Nursing Home Placement (DOC)
Rental Loan Agreement (DOCX)

Quality Review and Outcomes

Quality Review Checklist (updated June 14, 2017) (DOCX)
SOAR Online Application Tracking (OAT)
SOAR OAT Data Form (PDF)